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Innovator Growth-100 Power Buffer ETF July
NJUL

101 hedge funds and large institutions have $159M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $119M → $159M (+$39.8M)

15% more funds holding

Funds holding: 88 → 101 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15.81% less ownership

Funds ownership: 72.25% → 56.44% (-16%)

Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
49
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$6.52M
2
MCM
MAI Capital Management
Ohio
+$5.86M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.75M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.01M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.69M

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
-$22.4M
2
LPL Financial
LPL Financial
California
-$2.52M
3
CWS
Cypress Wealth Services
California
-$1.05M
4
BMM
Berkshire Money Management
Massachusetts
-$964K
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$634K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$9.93M +$3.69M +62,106 +61%
MCM
2
MAI Capital Management
Ohio
$7.8M +$5.86M +98,668 +333%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.96M +$5.75M +96,705 +542%
PCS
4
Personal CFO Solutions
New Jersey
$6.68M +$6.52M +109,801 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.56M +$1.24M +20,803 +24%
TWM
6
Tradition Wealth Management
Minnesota
$6.09M +$441K +7,416 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.75M +$2.98M +50,094 +113%
Truist Financial
8
Truist Financial
North Carolina
$5.49M +$1.23M +20,716 +30%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.96M +$4.01M +67,554 +480%
MI
10
Motiv8 Investments
Florida
$4.67M +$2.16M +36,286 +90%
SB
11
Strategic Blueprint
Georgia
$4.45M +$1.34M +22,619 +45%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4M +$1.2M +20,141 +44%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.85M +$1.04M +17,512 +38%
OWA
14
Outlook Wealth Advisors
Texas
$3.74M +$1.44M +24,258 +65%
LJAC
15
L.J. Altfest & Co
New York
$3.71M -$22.4M -377,748 -86%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.26M +$735K +12,374 +30%
OBWG
17
Onyx Bridge Wealth Group
New York
$3.24M +$50.4K +848 +2%
FHC
18
First Heartland Consultants
Missouri
$3.08M +$1.52M +25,632 +103%
PS
19
Principal Securities
Iowa
$2.71M +$1.14M +19,224 +76%
PCA
20
Prosperity Capital Advisors
Ohio
$2.55M +$2.49M +41,932 New
AWM
21
AE Wealth Management
Kansas
$2.43M +$810K +13,636 +52%
AF
22
Advisornet Financial
Minnesota
$2.31M +$598K +10,064 +36%
LPL Financial
23
LPL Financial
California
$2.28M -$2.52M -42,470 -53%
NA
24
NewEdge Advisors
Louisiana
$2.05M -$3.86K -65 -0.2%
DI
25
Diligent Investors
California
$1.96M +$95.1K +1,600 +5%
1
2 3 4 5

NJUL Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q3 2024, worth a combined $159M — up 33% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NJUL positions and 7 closed out — a net gain of 13 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $6.52M. The largest seller was L.J. Altfest & Co, cutting an estimated $22.4M.

  • 101 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $159M of Innovator Growth-100 Power Buffer ETF July stock for Q3 2024, up 33% quarter-over-quarter.
  • 20 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q3 2024 and 7 closed out, a net change of +13 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $6.52M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q3 2024 was L.J. Altfest & Co, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.